Blue Capital

Blue Capital, Inc. is a Registered Investment Adviser based in Omaha, Nebraska, established in September 2019 and registered with the SEC in June 2021. The firm, owned by Jay Molina and Mike Herek, offers tailored investment advisory services, including asset allocation strategies, financial planning, and discretionary/non-discretionary investment services. Clients can impose restrictions on investments, and the firm manages $208,782,235 in discretionary client assets. Fees for asset management range from 1.00% to 1.50% annually, with additional charges for financial planning services. Blue Capital, Inc. does not charge performance-based fees, and there is no minimum account size required. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long/short-term purchases, with a focus on risk tolerance and client objectives. The firm has no disciplinary history, offers services to individuals, and does not engage in side-by-side management. Clients' accounts are reviewed quarterly, and the firm does not vote proxies on behalf of clients. Blue Capital, Inc. does not have custody of client funds and is not required to provide financial information due to prepayment limitations.